Strategy

The most profitable business to have in financial services is a bank. They know how to make money. They understand that the more you know about your customers the more business you can do with…

There are notable differences between high growth professional firms and others when it comes to differentiating themselves. How they choose to express their value and stand out is quite different to the mainstream. Undoubtedly the…

To ensure business success you must have a strategy. But where do you begin with designing a business strategy? It isn’t quite as hard as you may think…. First, you need to decide what you…

Challenging times test whether we are truly delivering value, and whether we have a good value creation model for the advisory firm. Is the practice focussed upon the areas where it can improve in its…

I have a strong sense that a lot of advisory firms are “going out of business” at the moment and don’t even realise it. For a very long time markets were going well, and commission…

There are so many things you COULD plan to work on to improve next year, but what REALLY matters? Maybe having the best production year ever…that would be helpful. It is easy to get caught…

Regulatory reform is everywhere (in the west at least) in financial services and the biggest distraction for advisers is what they need to do to adjust for it…again…and the focus is almost always entirely upon…

Often it seems there is little difference between product suppliers in financial services, with one fund manager looking similar to other fund managers, and one life insurer offering essentially the same products as other life…